Good Friday, 15, April 2022

Wrap

Markets are largely closed. The USD continued to trend upwards, $DXY now at 100.5.

Twitter

Elon ain't rich enough to spend $40b buying $twtr but pretty cool and good for him to do some more security fraud to unwind the bags at …

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Thursday 14, April 2022

Twitter ramp

1/ From a friend:

“I just heard @elonmusk on the radio.

“He is saying he wants 2,000 of $TWTR shareholders to stay in the company & to roll into the private company.

“This is impossible and not doable legally…

— Montana Skeptic (@montana_skeptic) April 14 …

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Wednesday 13, April 2022

Core print below expectations

A core group of Jeff Snider, Harley Bassman, Alex Gurevich, Lacey Hunt and Mike Green all believe that dollar yields are going lower. It’s a heterodox view, but the yield curve inversion, as well as declining productivity (which implies declining marginal …

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Tuesday 12, April 2022

Images of the day

Metamorphosis ~ 𝘔𝘢𝘳𝘪𝘢 𝘗𝘭𝘦𝘴𝘩𝘬𝘰𝘷𝘢 pic.twitter.com/PyAjLQyAnx

— Futura (@Futura_Noir) April 6, 2022

Wrap

US CPI hit 8.5%. Oil (WTI front month) went up 6.8%, to above $100 a barrel again. Bonds were fairly subdued: supply shocks may yet provide enough …

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Monday 11, April 2022

Wrap

Real assets went down, nominal assets went down. The only securities to to well were puts and gold and the dollar. The long-end of the Treasury market is looking under a lot of pressure. I believe that the market does not believe that the Fed …

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Saturday 9, April 2022

Green Agenda

This tweet caught my eye. I don’t know or care if Obama believes in AGW and its likely effects on sea levels. I care about the fact that this person, who was given great power and continuing influence, as well as huge wealth …

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Nine meals from anarchy

I heard the phrase ‘nine meals from anarchy’ mentioned without any context. It appears that it comes from the title of a talk given in Leeds in 2008 about the vulnerability of our oil-based agriculture. I had assumed it was some pithy summary of the fact …

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Saturday 9, April 2022

Green Agenda

This tweet caught my eye. I don’t know or care if Obama believes in AGW and its likely effects on sea levels. I care about the fact that this person, who was given great power and continuing influence, as well as huge wealth …

There are comments.

Thursday 7, April 2022

Ukraine and fascism

I am not an expert on Ukraine, any more than I was on Covid or supply chains. Twitter is a source which is not ideal, but it does have some good content. I think it’s worth reading this. Certainly, it must be …

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Wednesday 6, April 2022

Image of the day

Edward Hopper pic.twitter.com/GtUGj20OhZ

— Daniel Brami (@Daniel_Red_Eire) April 6, 2022

Tweet of the day (last week)

A lot to chew on here pic.twitter.com/hn2UOaRogN

— Eoin Kelleher (@eoinyk) March 27, 2022

https://twitter.com/eoinyk/status/1508116790622269447?s=20 …

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